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  2. The post How to Keep Money in the Family With an Inheritance Trus. Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might ...

  3. Estate Tax vs. Inheritance Tax: What’s the Difference? - AOL

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    Estate planning strategies: You can gift your assets during your lifetime or set up trusts, which can help reduce the taxable value of your estate and keep your loved ones from having to pay more ...

  4. Protecting Your Legacy: How an Inheritance Trust Keeps Money ...

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    The post How to Keep Money in the Family With an Inheritance Trus. ... Life is constantly changing, and so should your estate plan. Major life events such as marriages, births, deaths or ...

  5. Saving vs. investing: How to choose the right strategy to hit ...

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    When you invest in the stock market or real estate, your returns can fluctuate from day to day. Also, you can withdraw savings from a bank account virtually anytime, whereas money you invest ...

  6. Estate Planning: How to Save Money Now & When You Die - AOL

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    Estate planning can be difficult because there are so many tax rules that could cost you a lot of money long-term if you don't know what to deduct. This article will discuss reducing estate ...

  7. 27 Genius Things Retirees Should Do With Their Money ... - AOL

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    Keep Money in Your 401(k) as Long as You Can ... To simplify life for your heirs, hire a good estate planning lawyer to draft whatever end-of-life documents are appropriate for your situation ...

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